Mark Pankin (MDP Associates) Documents

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ADV Part II is the disclosure required by the SEC and state regulators. It details services provided, fees, potential conflicts of interest, and other information.
Client Agreement is the "contract" that enables me to serve my clients. The key parts are some of the information in the ADV in a different form.
Confidential Financial Profile is a one page questionnaire that clients fill out to help evaluate their risk tolerances and investment objectives.
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Mark Pankin (MDP Associates) Documents

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